ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,153 | +263.0% | 1,436 | +278.9% | 0.00% | – |
| Q2 2023 | $25,114 | +4.5% | 379 | +0.3% | 0.00% | – |
| Q1 2023 | $24,022 | +6.4% | 378 | 0.0% | 0.00% | – |
| Q4 2022 | $22,571 | +7.5% | 378 | +0.8% | 0.00% | – |
| Q3 2022 | $21,000 | -4.5% | 375 | +0.5% | 0.00% | – |
| Q2 2022 | $22,000 | -48.8% | 373 | -40.3% | 0.00% | – |
| Q1 2022 | $43,000 | +59.3% | 625 | +68.0% | 0.00% | – |
| Q4 2021 | $27,000 | +3.8% | 372 | +0.8% | 0.00% | – |
| Q3 2021 | $26,000 | 0.0% | 369 | +0.3% | 0.00% | – |
| Q2 2021 | $26,000 | +4.0% | 368 | +0.3% | 0.00% | – |
| Q1 2021 | $25,000 | +47.1% | 367 | +37.5% | 0.00% | – |
| Q4 2020 | $17,000 | +13.3% | 267 | +0.8% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 265 | +0.8% | 0.00% | – |
| Q2 2020 | $14,000 | -17.6% | 263 | -27.3% | 0.00% | – |
| Q1 2020 | $17,000 | +13.3% | 362 | +38.2% | 0.00% | – |
| Q4 2019 | $15,000 | – | 262 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waterloo Capital, L.P. | 232,378 | $14,753,684 | 4.33% |
| Fort Henry Capital, LLC | 49,682 | $3,154,310 | 2.70% |
| Consilium Wealth Advisory, LLC | 54,792 | $3,478,734 | 2.44% |
| Archvest Wealth Advisors, Inc. | 83,934 | $5,444,680 | 2.22% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 77,304 | $4,908,046 | 1.77% |
| UNIQUE WEALTH, LLC | 66,436 | $4,218,009 | 1.76% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,648 | $7,152,005 | 1.40% |
| Weaver Consulting Group | 36,653 | $2,327,119 | 1.05% |
| Buttonwood Financial Group, LLC | 23,079 | $1,419,587 | 1.04% |
| LBMC INVESTMENT ADVISORS, LLC | 141,404 | $8,785,460 | 0.94% |